Form 5500

3,277 topics in this forum

1. 5500 Filing Relief / Hurricane Irene

   By austin3515, September 20, 2011
   • 1 reply
   • 1.2k views
   • 
   • 12AX7
   • September 22, 2011

2. How to Create 8955-SSA File for FIRE System

   By JMH ERISA, March 28, 2018   

   • 8955-ssa
   • fire
   • 2 replies
   • 1.2k views
   • 
   • ESOP Guy
   • March 29, 2018

3. Weflare Benefit

   By nancy, February 26, 2009
   • 3 replies
   • 1.2k views
   • 
   • Bill Presson
   • March 5, 2009

4. Source for old f5500 codes?

   By J Simmons, January 4, 2010
   • 2 replies
   • 1.2k views
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   • BG5150
   • January 4, 2010

5. Amended 5500

   By Archimage, June 10, 2003
   • 1 reply
   • 1.2k views
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   • kocak
   • June 14, 2003

6. DFVC

   By thepensionmaven, March 2, 2020
   • 4 replies
   • 1.2k views
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   • BG5150
   • March 6, 2020

7. Docusign

   By thepensionmaven, May 21, 2025
   • 1 reply
   • 1.2k views
   • 
   • BG5150
   • May 21, 2025

8. Tax Year for Short Plan Year

   By Guest anagpal, September 22, 2005
   • 0 replies
   • 1.2k views
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   • Guest
   • September 22, 2005

9. Plan went under 100 participants

   By JKW, February 7, 2012
   • 2 replies
   • 1.2k views
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   • Kevin C
   • February 7, 2012

10. SSA question

    By BG5150, October 11, 2012
    • 3 replies
    • 1.2k views
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    • mbozek
    • October 13, 2012

11. 5500 or EZ?

    By mming, September 22, 2004
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • September 24, 2004

12. Amending Form 5500s

    By Guest AEA, July 23, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 23, 2003

13. Fidelity Bond for non qualifying assets

    By k man, February 28, 2008
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • February 28, 2008

14. Form 5500-EZ

    By Guest Pat Metallic, August 11, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 12, 2009

15. merged plan

    By doombuggy, May 12, 2003
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • May 14, 2003

16. Bizarro 5500 question from client

    By Santo Gold, September 14, 2024
    • 7 replies
    • 1.1k views
    • 
    • austin3515
    • September 18, 2024

17. Switching from filing 5500 to filing5500EZ

    By Guest ElKH, June 3, 2003
    • 3 replies
    • 1.1k views
    • 
    • mwyatt
    • June 4, 2003

18. Correcting for a Missed Audit deadline

    By Rob P, November 12, 2010
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • November 14, 2010

19. Defined Benefit Plans and Tax Return Verifications

    By Guest Lynn123, March 27, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 27, 2009

20. Executor(trix) Fees

    By Guest David B, October 24, 2014
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • October 27, 2014

21. Schedule C - loan fees deducted from participant check

    By Guest TWoodward, June 11, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 11, 2010

22. "Late" Form 5500 for MTIA

    By jmartin, August 13, 2019
    • 2 replies
    • 1.1k views
    • 
    • Nicola
    • October 13, 2019

23. Life insurance death benefit - Schedule I reporting

    By Belgarath, November 11, 2004
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • November 12, 2004

24. form 8955-SSA

    By Tom Poje, July 12, 2010
    • 0 replies
    • 1.1k views
    • 
    • Tom Poje
    • July 12, 2010

25. Form 5500-EZ ... electronic filing requirement

    By K-t-F, July 27, 2021
    • 4 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • July 27, 2021

26. Schedule H (I need a tie breaker)

    By Andy the Actuary, July 13, 2010
    • 4 replies
    • 1.1k views
    • 
    • pmacduff
    • July 14, 2010

27. Late Form 5500-EZ

    By Guest slpace, April 7, 2003
    • 0 replies
    • 1.1k views
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    • Guest
    • April 7, 2003

28. year 2000 form 5500ez on Web?

    By Guest eptcpa, January 21, 2004
    • 5 replies
    • 1.1k views
    • 
    • Theresa Lynn
    • January 21, 2004

29. 5330 Excise Tax

    By CJS07, July 16, 2009
    • 0 replies
    • 1.1k views
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    • CJS07
    • July 16, 2009

30. When is CPA audit displayed on EFAST

    By Sully, October 19, 2022
    • 7 replies
    • 1.1k views
    • 
    • Sully
    • October 27, 2022

31. latest draft for the 8955-ssa

    By Tom Poje, May 4, 2011
    • 1 reply
    • 1.1k views
    • 
    • doombuggy
    • May 17, 2011

32. Final 5500 - company bankrupt

    By Lou S., November 24, 2015
    • 1 reply
    • 1.1k views
    • 
    • chc93
    • November 24, 2015

33. No Federal ID Number

    By Sully, October 15, 2002
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • October 15, 2002

34. Form 8955--SSA

    By EPCRSGuru, December 11, 2023
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • December 11, 2023

35. EZ Q 15b

    By David, October 23, 2002
    • 2 replies
    • 1.1k views
    • 
    • David
    • October 24, 2002

36. "improved" audit questions

    By K2retire, August 18, 2016
    • 5 replies
    • 1.1k views
    • 
    • GMK
    • August 19, 2016

37. Schedule I or H

    By MBCarey, June 22, 2009
    • 3 replies
    • 1.1k views
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    • Bill Presson
    • June 23, 2009

38. IRS letters

    By Guest Jennyb473, April 26, 2010
    • 3 replies
    • 1.1k views
    • 
    • goldtpa
    • April 27, 2010

39. EFAST2 filing

    By pmacduff, September 29, 2010
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • September 30, 2010

40. schedule H-individual brokerage accounts

    By Draper55, February 5, 2016
    • 4 replies
    • 1.1k views
    • 
    • Draper55
    • February 9, 2016

41. Annoyed thought: Auditors & prior 5500's

    By BG5150, November 22, 2021
    • 8 replies
    • 1.1k views
    • 
    • bzorc
    • November 29, 2021

42. 5500 Extensions for Hurricane Sandy Disaster Areas

    By Guest tommyknicks, November 27, 2012
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 27, 2012

43. Eligible for 5500-EZ with a controlled group?

    By Below Ground, August 11, 2023
    • 3 replies
    • 1.1k views
    • 
    • Below Ground
    • August 28, 2023

44. Form 5500-SF for EZ plans

    By TPApril, October 3, 2015
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • October 6, 2015

45. Possible prohibited transaction

    By smokin, March 31, 2018   

    • form 5500
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • April 2, 2018

46. Need help regarding when an insurance company has to report to Plan on

    By Guest LisaPA, October 14, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 14, 2002

47. Form 5500EZ

    By UtahCPA-APA, June 29, 2012
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • June 29, 2012

48. 5558 filing

    By dmb, July 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • BFree
    • July 30, 2003

49. Late filing DFVCP

    By Old Reliable, February 19, 2024
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • February 19, 2024

50. IRS Help with bogus late filing penalty

    By mwyatt, July 6, 2011
    • 1 reply
    • 1.1k views
    • 
    • jpod
    • July 6, 2011